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Activity History Historical Analytics Subject Area

Availability

This subject area is available in all editions of Oracle CRM On Demand.

Business Purpose

This subject area allows you to analyze a broad set of activity metrics by activity, account, opportunity, lead, campaign, contact, service request, and date dimensions. Because this subject area represents every single activity event and interaction in connection with these record types, this subject area is at the lowest possible level, which means the activity fact table that determines this subject area might be the largest. This subject area allows you to roll up and analyze activity metrics using the broadest set of dimensions. This subject area consists of two or more fact tables, which allows the reporting of user quotas in relation to activity metrics.

Relationship Type

Simple

Optimized Custom Fields for V3 Analytics only

This subject area has custom fields that are optimized to reduce the query time when they are used in filters. Optimized custom fields are in folders where the name ends with Optimized Custom Fields or Optimized Custom Metrics, such as Account Optimized Custom Fields and Opportunity Optimized Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT, or NUM, are available as metrics in the optimized custom metrics folder, if the record type is the driving object in a specific subject area. For example, the Account record type is the driving object in the Account History subject area.

The following record types have optimized custom fields and metrics coverage in Oracle CRM On Demand and one or more of these record types might be present as dimensions or facts in this subject area:

Record Type

Oracle CRM On Demand Coverage

Account

All optimized fields

Activity

All optimized fields

Assessment

All optimized fields

Campaign

All optimized fields

Contact

All optimized fields

Custom Objects

All optimized fields in CO1 - CO9

Lead

All optimized fields

Opportunity

All optimized fields

Opportunity Team

First five optimized fields of each type

Product

All optimized fields

Revenue

All optimized fields

Service Request

All optimized fields

Dieser Themenbereich enthält Felder, die optimiert wurden, um die Abfragezeit bei ihrer Verwendung in Filtern zu verringern. Optimierte Felder enden mit den Begriffen Code oder UTC. Beispiel: Die Firmendimension verfügt über das Feld "Firmentyp". Außerdem verfügt die Dimension über das Feld "Firmentypcode", das die optimierte Version des Feldes "Firmentyp" ist. Ebenso gibt es das Feld "Indiziertes Datum (UTC)", das die optimierte Version des Feldes "Indiziertes Datum" ist. Die Verwendung des optimierten Feldes im Filter generiert schnellere Abfragen. Diese Methode ist schneller als die Verwendung des Standardfelds. Informationen zur Verwendung optimierter Filterfelder finden Sie unter Verwenden optimierter Filterfelder. Die folgenden Dimensionen in diesem Themenbereich verfügen über optimierte Filterfelder:

  • Campaign
  • Lead

Dimensions

This subject area has the following dimensions:

  • Account
  • Activity
  • Campaign
  • Contact
  • Date
  • Dealer
  • Event
  • Lead
  • Opportunity
  • Owned By User
  • Quota
  • Service Request

Metrics

The complete list of metrics for this subject area is as follows:

  • Activity Metrics
    • Activity Custom Metrics
    • Activity Metrics by Created Date
      • Number (#) of Activities (Created Date)
      • Number (#) of Appointments (Created Date)
      • Number (#) of Closed Activities (Created Date)
      • Number (#) of Open Activities (Created Date)
      • Number (#) of Tasks (Created Date)
    • Activity Metrics by Other Dates
      • Number (#) of Appointments (End Date)
      • Number (#) of Appointments (Start Date)
      • Number (#) of Tasks (Due Date)
    • Number (#) of Accounts with Activities
    • Number (#) of Activities
    • Number (#) of Appointments Scheduled
    • Number (#) of Calls Dialed
    • Number (#) of Calls Reached
    • Number (#) of Closed Activities
    • Number (#) of Open Activities
  • Quota Metrics
    • Quota Value

Usage Notes

The Account, Activity, and Service Request dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level.

User Time Zone Enabled Fields

Normally, all times included in Analytic subject area reports display the company's time zone to ensure consistent time information no matter who generates the reports. The Activity dimension includes the following fields:

  • End Time
  • End Time User Time Zone
  • Start Time
  • Start Time User Time Zone

The End Time and Start Time fields report the activity time in the company's time zone. The End Time User Time Zone and Start Time User Time Zone fields report the same information as the standard fields do but in the user’s local time zone.


Veröffentlicht September 2017 Copyright © 2005, 2017, Oracle. Alle Rechte vorbehalten. Legal Notices.